Keystone Financial Planning

Latest statistics and disclosures from Keystone Financial Planning's latest quarterly 13F-HR filing:

Companies in the Keystone Financial Planning portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab Strategic Tr us dividend eq 5.29 204500 +5% 57.92
Vanguard High Dividend Yield ETF (VYM) 4.37 104573 93.71
AT&T; (T) 4.10 235244 +2% 39.08
Coca-Cola Company (KO) 3.78 152992 55.35
Pfizer (PFE) 3.75 214402 +3% 39.18
CVS Caremark Corporation (CVS) 3.62 109342 -4% 74.29
Ishares High Dividend Equity F 3.60 82251 98.07
3M Company (MMM) 3.39 43058 +2% 176.41
Unilever (UL) 3.38 132473 57.17
GlaxoSmithKline (GSK) 3.37 160849 46.99
Dominion Resources (D) 3.26 88232 82.82
Chevron Corporation (CVX) 3.18 59050 120.51
Exxon Mobil Corporation (XOM) 3.15 101186 +4% 69.78
British American Tobac (BTI) 3.12 164452 42.46
Philip Morris International (PM) 3.05 80440 +2% 85.09
General Mills (GIS) 2.85 119397 53.56
Wells Fargo & Company (WFC) 2.76 115003 53.80
United Parcel Service (UPS) 2.67 51095 +3% 117.06
Franklin Resources (BEN) 2.65 228283 +999% 25.98
Altria (MO) 2.65 119053 +8% 49.91
Paychex (PAYX) 2.58 68072 85.06
American Electric Power Company (AEP) 2.52 59739 94.51
Microsoft Corporation (MSFT) 2.27 32245 157.70
Cardinal Health (CAH) 2.20 97272 50.58
Johnson & Johnson (JNJ) 2.15 33057 145.87
Boeing Company (BA) 1.98 13631 -3% 325.73
Amgen (AMGN) 1.98 18379 241.09
International Business Machines (IBM) 1.90 31824 134.05
Cisco Systems (CSCO) 1.61 75304 +13% 47.97
Wec Energy Group Inc Com stock 1.44 35002 92.22
Apple (AAPL) 1.42 10834 293.61
Royal Dutch Shell (RDS.B) 1.32 49284 59.98
BlackRock (BLK) 1.30 5807 -54% 502.67
QUALCOMM (QCOM) 1.23 31324 -10% 88.24
U.S. Ban (USB) 1.15 43466 59.29
ABB (ABB) 1.09 101339 -2% 24.09
Sanofi-Aventis SA (SNY) 1.06 47142 50.21
McDonald's Corporation (MCD) 0.95 10811 197.58
Lockheed Martin Corporation (LMT) 0.45 2592 -11% 389.27
Xcel Energy (XEL) 0.36 12725 -2% 63.50
Vanguard REIT ETF (VNQ) 0.24 5837 92.86
Pepsi (PEP) 0.23 3847 -3% 136.73
Southern Company (SO) 0.20 7010 63.77
Abbvie 0.20 5076 88.46
W.W. Grainger (GWW) 0.16 1036 -7% 338.80

Past 13F-HR SEC Filings by Keystone Financial Planning

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